Full Name

Job Title / Role

Institution / Company

Work Email

Reason for Contact Reason for ContactSalesSupportSuggest FeatureOther

Type of Institution Type of InstitutionAccounting / CPA FirmCDFICommunity BankConsulting FirmCredit UnionRegional / National BankSpecialty LenderOther

Other – please specify

Institution Size (Assets) Institution Size (Assets)Under $100m$100m – $500m$500m – $1bnOver $1bn

Institution Size (Employees) Institution Size (Employees)Less than 5050 – 250250 – 500Over 500

Current Credit Analysis Process Current Credit Analysis ProcessSpreadsheets (Excel or Google Sheets)In-house software or custom systemOther vendor solutionManual / Other

Timeline to Evaluate Solutions Timeline to Evaluate SolutionsImmediately / Within 3 months3 – 6 months6 – 12 monthsJust exploring options

Interest Area Interest AreaCommercial AnalysisTax Form ConversionConsolidation & Global Cash FlowProjections & PlanningRental Property AnalysisNot sure / General demo

What challenges are you hoping TAC CREDIT can help solve?

Please describe the issue you’re experiencing. Include any relevant details such as error messages or steps taken to help us resolve it quickly.

We’d love to hear your idea! Tell us what feature you’d like to see, how it would help your workflow, and any context that inspired the suggestion.

Please let us know how we can assist you. Include as much detail as you’d like so we can direct your inquiry to the right team.

Full Name

Job Title / Role

Institution / Company

Work Email

Reason for Contact Reason for ContactSalesSupportSuggest FeatureOther

Type of Institution Type of InstitutionAccounting / CPA FirmCDFICommunity BankConsulting FirmCredit UnionRegional / National BankSpecialty LenderOther

Other – please specify

Institution Size (Assets) Institution Size (Assets)Under $100m$100m – $500m$500m – $1bnOver $1bn

Institution Size (Employees) Institution Size (Employees)

Current Credit Analysis Process Current Credit Analysis ProcessSpreadsheets (Excel or Google Sheets)In-house software or custom systemOther vendor solutionManual / Other

Timeline to Evaluate Solutions Timeline to Evaluate SolutionsImmediately / Within 3 months3 – 6 months6 – 12 monthsJust exploring options

Interest Area Interest AreaCommercial AnalysisTax Form ConversionConsolidation & Global Cash FlowProjections & PlanningRental Property AnalysisNot sure / General demo

What challenges are you hoping TAC CREDIT can help solve?

Please describe the issue you’re experiencing. Include any relevant details such as error messages or steps taken to help us resolve it quickly.

We’d love to hear your idea! Tell us what feature you’d like to see, how it would help your workflow, and any context that inspired the suggestion.

Please let us know how we can assist you. Include as much detail as you’d like so we can direct your inquiry to the right team.